Overview
We are seeking an experienced Business Analyst to contribute to a significant transformation project focused on customer engagement and marketing technology within a leading commercial real estate firm. This role involves collaborating with business stakeholders, technical teams, and implementation partners to successfully migrate from Salesforce to a new marketing platform, enhancing the firm’s capabilities in customer engagement and data utilization. The contractor will be required to work in-office 2-3 days a week for the duration of the contract, which is set for six months.
Responsibilities
- Gather, analyze, and document requirements for the migration from Salesforce.
- Review existing Salesforce functionality, workflows, and customer journeys.
- Identify opportunities to improve customer engagement and marketing effectiveness.
- Translate business requirements into functional specifications and user stories.
- Map existing Salesforce capabilities to the new platform functionality.
- Support data migration, including audience segments and marketing campaigns.
- Facilitate workshops to engage stakeholders across various departments.
- Collaborate with technical teams to ensure understanding and delivery of business requirements.
Requirements
- Proven experience as a Business Analyst on CRM or marketing technology transformation projects.
- Demonstrable experience migrating from Salesforce to alternative platforms.
- Experience with customer segmentation, personalized communications, and campaign management.
- Strong understanding of customer data, marketing processes, and multi-channel engagement.
- Proven ability to gather and document business requirements and define specifications.
- Experience with data migration, system integration, testing, and UAT.
- Excellent analytical and communication skills, with strong stakeholder management capabilities.
- Desirable: Experience in enterprise-scale implementations and complex B2B environments.